See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,707 | $85,766-16.4% | $136,294-47.4% | $70,131+2.2% |
| Participation rate | 83.0% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 25.21% | 31.45%-6.2pp | 5155.94%-5130.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $6,907 | $2,966+132.9% | $4,695+47.1% | $2,342+194.9% |
| Participant deferral / active EE | $13,926 | $5,051+175.7% | $6,247+122.9% | $3,332+318.0% |
| Admin fee / account holder | $13,486 | $5,420+148.8% | $9,243+45.9% | $4,645+190.3% |